Your tools, not ours.
- Your quoting tool or PDF quotes
- CRM or a spreadsheet
- Calendar
Reads each quote you send, then runs a three-touch follow-up over ten days that references the actual scope and price. Answers simple questions, flags negotiation to you, and closes the loop either way.
Quote #2231, roof repair, $3,850, sent Tuesday. No reply by Thursday.
Hi Luis, following up on the $3,850 repair quote for the north slope. One thing worth knowing: the flashing work we included is what usually fails first on that roof type, so it is in the price on purpose. Happy to walk through it on a ten-minute call, or we can hold Monday for the crew. — Sam
Follow-ups auto-send from your approved template set. Any reply that mentions price, scope, timing, or a competitor is routed to you with a suggested answer.
Every number here is illustrative. On kickoff we replace it with your inquiry volume, quote value, list size, or ticket count, and the bot reports observed results after that.
Three touches over ten days, then it stops and closes the loop. Anyone who says no is marked lost and never contacted again about that quote.
No. Price, scope, and timing questions always go to you with a suggested answer. It never changes a number.
You forward a one-line summary or log it in the sheet. The bot takes it from there.
One install for one business. The managed desk starts after 30 days, so the first month has one job: prove this bot deserves to stay.